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Name Holding Trade Value Shares
Change
Change in
Stake
HW
326
Hancock Whitney
Mississippi
$644K +$89.9K +1,002 +17%
CFB
327
Cullen/Frost Bankers
Texas
$639K +$21.7K +242 +4%
AAS
328
Avantax Advisory Services
Texas
$636K -$1.79M -19,952 -75%
CA
329
Clearstead Advisors
Ohio
$610K -$26.9K -300 -4%
DAS
330
Dynamic Advisor Solutions
Arizona
$608K +$77.3K +862 +16%
TP
331
Tranquility Partners
Tennessee
$605K +$9.6K +107 +2%
MFFIA
332
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$594K – – –
State Street
333
State Street
Massachusetts
$581K – – –
AAB
334
ABN AMRO Bank
Netherlands
$580K +$15.1K +168 +3%
HCP
335
Holt Capital Partners
Texas
$576K – – –
SC
336
Syon Capital
California
$566K -$14.8K -165 -3%
MIF
337
Mediolanum International Funds
Ireland
$564K -$98.9K -1,102 -16%
IAS
338
Insigneo Advisory Services
Florida
$563K -$34.2K -381 -6%
AO
339
Advisor OS
Illinois
$552K +$9.15K +102 +2%
AssetMark Inc
340
AssetMark Inc
California
$544K +$64.1K +714 +14%
CCIA
341
Campbell & Co Investment Adviser
Maryland
$535K -$3.09M -34,469 -86%
WA
342
WealthTrust Axiom
Pennsylvania
$534K – – –
MDA
343
Minot DeBlois Advisors
Massachusetts
$503K +$26.5K +295 +6%
ERSOT
344
Employees Retirement System of Texas
Texas
$501K +$473K +5,278 New
S
345
SimplyRich
California
$500K – – –
DP
346
Dearborn Partners
Illinois
$499K +$22.2K +248 +5%
IWC
347
Integrated Wealth Concepts
Massachusetts
$490K +$10.6K +118 +2%
WSFS
348
Wilmington Savings Fund Society
Delaware
$483K -$41.2K -459 -8%
OWA
349
One Wealth Advisors
California
$477K +$1.08K +12 +0.2%
RA
350
Ruggaard & Associates
Ohio
$475K – – –